Senior Retirement Plan Compliance Analyst

Ascensus; Dallas (TX); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental insurance

Vision insurance

Paid-Time-Off

Job summary

Ascensus is seeking an experienced Compliance Associate in Dallas, Texas. This role involves ensuring compliance with retirement plan provisions, supporting audits, and analyzing legislative requirements.

Candidates should have 3 to 8+ years of retirement plan testing experience, strong analytical skills, and proficiency in relevant software. Competitive salary ranges from $65,000 to $95,000 annually, plus benefits like 401(k) matching and health coverage.

Qualifications

• 3 to 8+ years of hands-on Retirement plan testing experience.
• Must have experience with 5500’s and other relevant documents.
• Strong analytical and problem-solving skills.

Responsibilities

• Read and comprehend retirement plan provisions for compliance.
• Support audits and resolve operational compliance issues.
• Prepare annual valuation and compliance reports.

Skills

Retirement plan testing experience

Employer Calculations

Word skills

Excel skills

Outlook skills

Written communication

Oral communication

Analytical skills

Attention to detail

Education

Bachelor’s degree

Retirement Plan Fundamentals certification

Tools

FT Williams

ASC software

Job description

Ascensus is seeking an experienced Compliance Associate in Dallas, Texas. This role involves ensuring compliance with retirement plan provisions, supporting audits, and analyzing legislative requirements.

Candidates should have 3 to 8+ years of retirement plan testing experience, strong analytical skills, and proficiency in relevant software. Competitive salary ranges from $65,000 to $95,000 annually, plus benefits like 401(k) matching and health coverage.